DAUGETTE FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DAUGETTE FAMILY FOUNDATION (EIN 20-4391204)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-01
- IRS object ID
- 201343059349100509
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Other Expenses Schedule
- Other Increases Schedule
- Other Receivables Officers Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-01T11:41:16-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIS BOATNER & WHITESIDE LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 BROAD STREET 3RD FLOOR SUITE | AddressLine1 |
| City | GADSDEN | City |
| State | AL | State |
| ZIP Code | 359013714 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204391204 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAUGETTE FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DAUG | NameControl |
| Phone | 2565432022 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 216 DOGWOOD CIRCLE | AddressLine1 |
| City | GADSDEN | City |
| State | AL | State |
| ZIP Code | 35901 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CLARANCE W DAUGETTE III | Name |
| Title | PRESIDENT | Title |
| Phone | 2565432022 | Phone |
| Date Signed | 2013-10-28 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SANFORD A WILLIS | Name |
| Phone | 2565438902 | Phone |
| Date Prepared | 2013-11-01 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1044285 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 70 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 70 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 44300 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 44300 | DividendsNetInvstIncm |
| Total Revenue And Expenses | 44370 | TotalRevenueAndExpenses |
| Total Net Investment Income | 44370 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 4000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 4000 | AccountingFeesNetInvstIncm |
| Taxes Rev And Expnss | 413 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 413 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 15 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 15 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 4428 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4428 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 48736 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 48736 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 53164 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4428 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 48736 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -8794 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 39942 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 53078 | CashBOY |
| Cash EOY | 44285 | CashEOY |
| Cash EOYFMV | 44285 | CashEOYFMV |
| Receivables From Officers BOY | 1000000 | ReceivablesFromOfficersBOY |
| Receivables From Officers EOY | 1000000 | ReceivablesFromOfficersEOY |
| Receivables From Officers EOYFMV | 1000000 | ReceivablesFromOfficersEOYFMV |
| Total Assets BOY | 1053078 | TotalAssetsBOY |
| Total Assets EOY | 1044285 | TotalAssetsEOY |
| Total Assets EOYFMV | 1044285 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 18078 | CapitalStockBOY |
| Capital Stock EOY | 18078 | CapitalStockEOY |
| Retained Earnings BOY | 1035000 | RetainedEarningsBOY |
| Retained Earnings EOY | 1026207 | RetainedEarningsEOY |
| Total Net Assets BOY | 1053078 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1044285 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1053078 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1044285 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1053078 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -8794 | ExcessOfRevenueOverExpenses |
| Other Increases | 1 | OtherIncreases |
| Subtotal | 1044285 | Subtotal |
| Total Net Assets Fund Balances EOY | 1044285 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 44527 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 984543 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.045226 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 40298 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 906110 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.044474 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 35249 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 821056 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.042931 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 5601 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 822349 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.006811 | DistributionRatioYear4 |
| Noncharitable Assets Year5 | 19173 | NoncharitableAssetsYear5 |
| Total Distribution Ratio | 0.139442 | TotalDistributionRatio |
| Average Distribution Ratio | 0.034861 | AverageDistributionRatio |
| Net Noncharitable Assets | 1032952 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 36010 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 399 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 36409 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 48736 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 399 | InvestmentIncomeExciseTax |
| Subtotal | 399 | Subtotal |
| Tax Based On Investment Income | 399 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 440 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 440 | TotalCreditsAndPayments |
| Overpayment | 41 | Overpayment |
| Amount Credited To Next Year | 41 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | AL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | CLARENCE W DAUGETTE III | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2565432022 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 216 DOGWOOD CIRCLE | AddressLine1 |
| City | GADSDEN | City |
| State | AL | State |
| ZIP Code | 35901 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| CLARENCE W DAUGETTE III | ||||||||
| 216 DOGWOOD CIRCLE | GADSDEN | AL | 35901 | PRESIDENT | 2.00 | 0 | 0 | 0 |
| ALBURTA DAUGETTE LOWE | ||||||||
| 311 GABRIEL LANE | GADSDEN | AL | 35901 | VICE-PRES | 1.00 | 0 | 0 | 0 |
| ANNE DAUGETTE RENFROW | ||||||||
| 411 COUNTRY CLUB DRIVE | GADSDEN | AL | 35901 | SEC-TREAS | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 48682 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 1000000 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1048682 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1048682 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 15730 | CashDeemedCharitable |
| Net Noncharitable Assets | 1032952 | NetNoncharitableAssets |
| Minimum Investment Return | 51648 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 51648 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 399 | TaxBasedOnInvestmentIncome |
| Total Tax | 399 | TotalTax |
| Distributable Amount Before Adj | 51249 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 51249 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 51249 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 48736 | ExpensesAndContributions |
| Qualifying Distributions | 48736 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 399 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 48337 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 51249 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 48729 | UndistributedIncomePriorYear |
| Qualifying Distributions | 48736 | QualifyingDistributions |
| Applied To Year1 | 48729 | AppliedToYear1 |
| Applied To Current Year | 7 | AppliedToCurrentYear |
| Undistributed Income CY | 51242 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | CLARENCE W DAUGETTE III | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 216 DOGWOOD CIRCLE | AddressLine1 |
| City | GADSDEN | City |
| State | AL | State |
| ZIP Code | 35901 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2565432022 | RecipientPhoneNumber |
| Form And Info And Materials | NONE | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||
| 117 LONGWOOD DRIVE SE | HUNTSVILLE | AL | 35901 | 501(C)(3) | CHARITABLE | $500 |
| ARLINGTON HISTORICAL ASSN | ||||||
| PO BOX 100402 | ARLINGTON | VA | 222103402 | 501(C)(3) | CHARITABLE | $3,000 |
| BOYS GIRLS CLUB OF NE AL | ||||||
| PO BOX 22 | GADSDEN | AL | 359020022 | 501(C)(3) | CHARITABLE | $2,000 |
| CHARACTERS INC | ||||||
| 101 RAINBOW INDUSTIRAL BL | RAINBOW CITY | AL | 35906 | 501(C)(3) | CHARITABLE | $250 |
| EPISCOPAL DAY SCHOOL | ||||||
| 156 SOUTH 9TH STREET | GADSDEN | AL | 35901 | 501(C)(3) | CHARITABLE | $5,700 |
| EPICSOPAL CHURCH OF THE HOLY COMFOR | ||||||
| 156 SOUTH 9TH STREET | GADSDEN | AL | 35901 | 501(C)(3) | CHARITABLE | $10,400 |
| ETOWAH CTY FREE COMMUNITY CLINIC | ||||||
| 423 SOUTH 3RD STREET | GADSDEN | AL | 35901 | 501(C)(3) | CHARITABLE | $5,000 |
| GADSDEN YOUTH ORCHESTRA | ||||||
| PO BOX 13 | GADSDEN | AL | 359020013 | 501(C)(3) | CHARITABLE | $1,000 |
| GADSDEN CITY HIGH SCHOOL | ||||||
| 1917 BLACK CREEK PKWY | GADSDEN | AL | 35904 | 501(C)(3) | CHARITABLE | $2,686 |
| HUMANE SOCIETY OF ETOWAH COUNTY | ||||||
| 4200 BROOKE AVENUE | GADSDEN | AL | 35904 | 501(C)(3) | CHARITABLE | $3,000 |
| JAMES GADSDEN DAR | ||||||
| 1776D STREET NW | WASHINGTON | DC | 20006 | 501(C)(3) | CHARITABLE | $500 |
| MANNA | ||||||
| 600 SOUTH 3RD STREET | GADSDEN | AL | 35901 | 501(C)(3) | CHARITABLE | $1,000 |
| NEVER SURRENDER | ||||||
| PO BOX 1098 | GADSDEN | AL | 359021098 | 501(C)(3) | CHARITABLE | $1,000 |
| UNIV OF ALABAMA | ||||||
| THE UNIVERISTY OF ALABAMA | TUSCALOOSA | AL | 35487 | 501(C)(3) | CHARITABLE | $12,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 48736 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $70 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $44,300 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $44,370 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 44370 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OUTSIDE CPA FIRM | Category |
| Amount | $4,000 | Amount |
| Net Investment Income | 4000 | NetInvestmentIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| CLARENCE W DAUGETTE III |
| ALBURTA DAUGETTE LOWE |
| ANNE DAUGETTE RENFROW |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES | 15 | 15 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROUNDING | Description |
| Amount | $1 | Amount |
Other Receivables Officers Sch OtherReceivablesOfficersSch
Other Receivables Officer OtherReceivablesOfficer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Borrowers Name | FLORENCE THROCKMORTON DAUGETTE TRUS | BorrowersName |
| Borrowers Title | TRUST | BorrowersTitle |
| Original Amount Of Loan | 1000000 | OriginalAmountOfLoan |
| Balance Due | 1000000 | BalanceDue |
| Date Of Note | 2006-01 | DateOfNote |
| Maturity Date | 2014-07 | MaturityDate |
| Repayment Terms | INTEREST ONLY | RepaymentTerms |
| Interest Rate | 0.0443 | InterestRate |
| Security Provided By Borrower | NONE | SecurityProvidedByBorrower |
| Purpose Of Loan | CONTRIBUTION PLEDGE | PurposeOfLoan |
| Desc Of Lender Consideration | PLEDGE | DescOfLenderConsideration |
| Consideration Fmv | 1000000 | ConsiderationFmv |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX - FORM 990-PF | Category |
| Amount | $413 | Amount |
| Net Investment Income | 413 | NetInvestmentIncome |